See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,165 | $82,664+12.7% | $125,339-25.7% | $68,494+36.0% |
| Participation rate | 82.9% | 75.0%+7.9pp | 82.4%+0.6pp | 67.9%+15.0pp |
| Annual return | -19.71% | -5.97%-13.7pp | 572.05%-591.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $651 | $3,381-80.7% | $4,814-86.5% | $2,596-74.9% |
| Participant deferral / active EE | $6,657 | $6,110+8.9% | $7,446-10.6% | $4,027+65.3% |
| Admin fee / account holder | $12,065 | $6,275+92.3% | $10,010+20.5% | $5,403+123.3% |